See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,885 | $58,512+82.7% | $84,015+27.2% | $72,985+46.4% |
| Participation rate | 68.4% | 61.2%+7.2pp | 69.0%-0.6pp | 69.5%-1.1pp |
| Annual return | 20.96% | 28.93%-8.0pp | 71.31%-50.3pp | 81.00%-60.0pp |
| Employer contribution / active EE | $578 | $1,163-50.3% | $1,983-70.9% | $2,440-76.3% |
| Participant deferral / active EE | $3,486 | $2,394+45.6% | $3,239+7.7% | $3,607-3.4% |
| Admin fee / account holder | $1,975 | $4,569-56.8% | $6,101-67.6% | $5,124-61.5% |